S.E.E.D. Planning Group’s Willis Towers Watson WTW Stock Holding History

S.E.E.D. Planning Group’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$607K	Hold	2,324	–	–	0.16%	67
2026 Q1	$676K	Sell	2,324 -10	-0.4%	-$3.07K	0.2%	56
2025 Q4	$767K	Hold	2,334	–	–	0.22%	53
2025 Q3	$806K	Sell	2,334 -33	-1%	-$10.7K	0.24%	54
2025 Q2	$725K	Sell	2,367 -32	-1%	-$9.92K	0.23%	55
2025 Q1	$811K	Sell	2,399 -64	-3%	-$20.9K	0.27%	54
2024 Q4	$772K	Hold	2,463	–	–	0.26%	58
2024 Q3	$725K	Sell	2,463 -36	-1%	-$10.1K	0.24%	58
2024 Q2	$655K	Hold	2,499	–	–	0.24%	59
2024 Q1	$687K	Sell	2,499 -124	-5%	-$32.6K	0.25%	57
2023 Q4	$633K	Hold	2,623	–	–	0.26%	53
2023 Q3	$548K	Hold	2,623	–	–	0.21%	52
2023 Q2	$618K	Hold	2,623	–	–	0.22%	54
2023 Q1	$610K	Buy	+2,623	New	+$634K	0.24%	53

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

S.E.E.D. Planning Group's WTW Position: Q2 2026 in Review

S.E.E.D. Planning Group held its Willis Towers Watson (WTW) position steady in Q2 2026 at 2,324 shares worth $607K. The position accounts for 0.16% of the portfolio, ranked #67.

S.E.E.D. Planning Group first reported a position in WTW in Q1 2023 and has held it in 14 quarters since. The position peaked at $811K in Q1 2025. 689 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

S.E.E.D. Planning Group held 2,324 shares of Willis Towers Watson worth $607K as of Q2 2026.
S.E.E.D. Planning Group left its Willis Towers Watson share count unchanged in Q2 2026.
Willis Towers Watson made up 0.16% of S.E.E.D. Planning Group's portfolio in Q2 2026, its #67 holding.
S.E.E.D. Planning Group first reported a position in Willis Towers Watson in Q1 2023 and has held it in 14 quarters since.
S.E.E.D. Planning Group's Willis Towers Watson position peaked at $811K in Q1 2025.
689 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on S.E.E.D. Planning Group's 13F filing for Q2 2026, filed 4 Aug 2026.